I made my mid-career switch into financial advisory 5 years ago from another role in the finance sector.
Motivated by family and friends.
Had it not been for the support of my family and friends, I wouldn’t have had the courage to take that leap of faith into financial advisory to be where I am today.
Commitment is important.
I like to use my own life experiences to make people realise the importance of commitment. You need to be able to commit your strategy or plan in order to see long-term benefits, and this is something that not everybody will realise they need the patience for.
Build friendship and trust.
My mission is to make a difference in the lives of the people I meet. I treasure friendship and trust the most, and these 2 go hand-in-hand in providing great service and having quality clients in your care.